What is on the Mobius Connect for Dynamics 365 Main Screen?

The Main Screen

The following is a guide of the various parts of the Main Screen.

  

  1. File Menu: The file menu gives you the ability to exit the application, install a new license, or logout and return to the login form.

  2. Run New Batch Tab: This tab allows you to select transactions and options needed to run a batch, which will export a list of transactions from Manage and import them into Dynamics NAV.

  3. Rerun Previous Batch: This tab allows you to select a batch that was previously run. This is useful for running a batch that successfully imported to Dynamics NAV, but for reasons (such as a backup restore on the Dynamics NAV system), needs to be run again.

  4. Update Invoice Payments: This will look for updated balances on Accounts Receivable invoices in Dynamics NAV and update the corresponding Manage invoice with the amount that has been paid.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.